Tompkins Financial’s SEI Investments SEIC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$8.51K Buy
+97
New +$8.46K ﹤0.01% 463
2016
Q3
Sell
-485
Closed -$23K 474
2016
Q2
$23K Buy
+485
New +$23.3K 0.01% 323

Other funds holding SEIC

Tompkins Financial's SEIC Position: Q2 2026 in Review

Tompkins Financial opened a new position in SEI Investments (SEIC) in Q2 2026: 97 shares worth $8.51K. The stake represents ﹤0.01% of the portfolio and ranks #463 among its holdings. This is a return to the name: Tompkins Financial previously reported a position in SEIC as recently as Q2 2016.

Tompkins Financial first reported a position in SEIC in Q2 2016 and has held it in 2 quarters since. The position peaked at $23K in Q2 2016. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Tompkins Financial held 97 shares of SEI Investments worth $8.51K as of Q2 2026.
  • SEI Investments was a new Tompkins Financial position in Q2 2026.
  • SEI Investments made up ﹤0.01% of Tompkins Financial's portfolio in Q2 2026, its #463 holding.
  • Tompkins Financial first reported a position in SEI Investments in Q2 2016 and has held it in 2 quarters since.
  • Tompkins Financial's SEI Investments position peaked at $23K in Q2 2016.
  • 572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.